The TJX Companies, Inc. $TJX Holdings Cut by Pacer Advisors Inc.

Posted by Francis Steltz on Aug 5th, 2026

Pacer Advisors Inc. lowered its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 30.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 77,384 shares of the apparel and home fashions retailer’s stock after selling 33,265 shares during the period. Pacer Advisors Inc.’s holdings in TJX Companies were worth $12,358,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of TJX. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna raised its holdings in shares of TJX Companies by 120.3% during the fourth quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock worth $25,000 after acquiring an additional 89 shares in the last quarter. Entrust Financial LLC acquired a new stake in TJX Companies during the fourth quarter valued at $26,000. Wilkerson Advisory Group LLC purchased a new position in TJX Companies in the fourth quarter valued at about $26,000. IMG Wealth Management Inc. grew its stake in TJX Companies by 65.7% in the fourth quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock valued at $27,000 after purchasing an additional 69 shares in the last quarter. Finally, Joseph Group Capital Management acquired a new position in TJX Companies in the 4th quarter worth about $27,000. 91.09% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

TJX has been the subject of a number of recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of TJX Companies in a research note on Thursday, May 21st. Weiss Ratings cut TJX Companies from a “buy (b+)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. Erste Group Bank downgraded TJX Companies from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Barclays reaffirmed an “overweight” rating and set a $190.00 price objective (up from $183.00) on shares of TJX Companies in a research report on Thursday, May 21st. Finally, UBS Group reiterated a “buy” rating on shares of TJX Companies in a research note on Tuesday, June 9th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $176.89.

Check Out Our Latest Stock Analysis on TJX Companies

Insider Buying and Selling

In other TJX Companies news, Director Jackwyn Nemerov sold 957 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total transaction of $161,340.63. Following the transaction, the director owned 802 shares in the company, valued at $135,209.18. This trade represents a 54.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO John Klinger sold 6,235 shares of TJX Companies stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $160.77, for a total transaction of $1,002,400.95. Following the completion of the transaction, the chief financial officer directly owned 64,257 shares in the company, valued at approximately $10,330,597.89. This represents a 8.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 130,367 shares of company stock valued at $20,959,476 in the last quarter. Company insiders own 0.15% of the company’s stock.

TJX Companies Trading Down 0.0%

TJX Companies stock opened at $157.45 on Wednesday. The TJX Companies, Inc. has a one year low of $128.48 and a one year high of $170.00. The company’s fifty day moving average price is $157.52 and its two-hundred day moving average price is $156.67. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.14 and a quick ratio of 0.54. The company has a market capitalization of $173.93 billion, a price-to-earnings ratio of 30.57, a PEG ratio of 3.41 and a beta of 0.62.

TJX Companies (NYSE:TJX – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The apparel and home fashions retailer reported $1.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.17. The company had revenue of $14.32 billion during the quarter, compared to analysts’ expectations of $14.02 billion. TJX Companies had a return on equity of 57.92% and a net margin of 9.40%.The business’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.92 earnings per share. TJX Companies has set its FY 2027 guidance at 5.080-5.150 EPS and its Q2 2027 guidance at 1.150-1.170 EPS. On average, analysts forecast that The TJX Companies, Inc. will post 5.17 earnings per share for the current fiscal year.

TJX Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be paid a $0.48 dividend. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, August 13th. TJX Companies’s dividend payout ratio (DPR) is presently 37.28%.

Trending Headlines about TJX Companies

Here are the key news stories impacting TJX Companies this week:

Positive Sentiment: High expectations for another earnings beat: TJX has a strong history of exceeding analyst estimates, and recent coverage identifies earnings estimate revisions and the company’s surprise track record as potential support for its next quarterly report. Will TJX Beat Estimates Again in Its Next Earnings Report?
Positive Sentiment: Momentum and analyst support remain favorable: TJX is being highlighted as a long-term momentum stock, while Wall Street analysts remain bullish after the retailer outperformed the broader market over the past year. Its off-price model, including value-oriented merchandise and a store experience that online retailers may struggle to replicate, is viewed as a competitive advantage. TJX Companies Stock: Analyst Estimates and Ratings TJX Positioned to Benefit From Retail Experience
Positive Sentiment: Recent fundamentals provide a favorable backdrop: TJX’s latest reported quarter exceeded expectations, with revenue up 9.2% year over year and EPS of $1.19 versus a $1.02 consensus estimate. That performance supports the current bullish narrative and expectations for continued growth.
Neutral Sentiment: Industry outlook is constructive but broad: TJX was included in a retail industry outlook alongside Ross Stores, Target and Dollar Tree. The coverage reinforces interest in value-oriented retailers but does not introduce a new company-specific development. Zacks Industry Outlook
Neutral Sentiment: Former TJX executive joins Petco’s board: Petco appointed former TJX CFO Jeffrey Naylor as a director and audit committee chair. The move is unlikely to materially affect TJX’s valuation or near-term trading. Petco Appoints Jeffrey Naylor to Board

TJX Companies Profile

(Free Report)

TJX Companies, Inc is a leading off-price retailer of apparel, footwear, home fashions and other consumer goods. The company operates multiple retail concepts that offer discounted brand-name and designer merchandise, including well-known banners such as T.J. Maxx and Marshalls in the United States, HomeGoods for home furnishings, TK Maxx in parts of Europe, and Winners and Homesense in Canada. Merchandise categories span women’s, men’s and children’s apparel, accessories, beauty, home décor, kitchenware and small furniture, with frequent changes in assortment that create a “treasure-hunt” shopping experience for consumers.

The company’s business model centers on opportunistic buying, purchasing excess, irregular or out-of-season inventory from manufacturers, department stores and other suppliers, and passing savings to customers through lower prices.